MWM

Meridian Wealth Management Portfolio holdings

AUM $2.07B
This Quarter Return
-2.6%
1 Year Return
+14.25%
3 Year Return
+46.28%
5 Year Return
+232.78%
10 Year Return
–
AUM
$2.07B
AUM Growth
-$48.2M
Cap. Flow
+$35.3M
Cap. Flow %
1.71%
Top 10 Hldgs %
30.44%
Holding
659
New
34
Increased
291
Reduced
250
Closed
39

Top Buys

1
$7.38M
2
$5.74M
3
$3.88M
4
$2.47M
5
$2.46M

Top Sells

1
$4.67M
2
$3.36M
3
$2.49M
4
$2.44M
5
$2.19M

Sector Composition

1Technology17.92%
2Financials8.63%
3Consumer Discretionary5.74%
4Energy5.7%
5Healthcare5.44%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$796K0.04% 9,265
-38
-0.4%
-$3.27K
$792K0.04% 33,632
-1,952
-5%
-$46K
$792K0.04% 11,610
-5,003
-30%
-$341K
$791K0.04% 9,360
+433
+5%
+$36.6K
$787K0.04% 1,440
+83
+6%
+$45.4K
$786K0.04% 33,792
+5,373
+19%
+$125K
$785K0.04% 6,090
+882
+17%
+$114K
$782K0.04% 57,296
+7,535
+15%
+$103K
$773K0.04% 31,596
-1,881
-6%
-$46K
$768K0.04% 32,532
-1,956
-6%
-$46.2K
$764K0.04% 13,971
-1,985
-12%
-$109K
$760K0.04% 5,600
+90
+2%
+$12.2K
$757K0.04% 10,841
+381
+4%
+$26.6K
$757K0.04% 2,985
-8
-0.3%
-$2.03K
$746K0.04% 10,891
+772
+8%
+$52.9K
$742K0.04% 6,961
-831
-11%
-$88.6K
$739K0.04% 10,915
-775
-7%
-$52.5K
$739K0.04% 6,065
-532
-8%
-$64.9K
$733K0.04% 6,508
-509
-7%
-$57.4K
$730K0.04% 1,189
-24
-2%
-$14.7K
$726K0.04% 70,850
-190
-0.3%
-$1.95K
$722K0.03% 11,049––
$711K0.03% 12,676
+816
+7%
+$45.8K
$707K0.03% 9,732
+130
+1%
+$9.45K
$707K0.03% 3,440
-398
-10%
-$81.8K
1 121314151627